Manager of Financial Planning and Analysis

SRI is seeking a Manager of Financial Planning & Analysis to join their Accounting & Finance team at their corporate office in Milford, MA. This role involves leading the annual budget and strategic planning processes, developing advanced financial models, and providing actionable insights to support decision-making across the organization.

Responsibilities:

• Lead the company’s annual budget, forecast, and strategic planning processes, building tools and timelines that improve alignment, accountability, and decision support across the business
• Develop and enhance advanced financial models, dashboards, and forecasting tools that support growth planning, scenario analysis, and executive decision-making
• Prepare monthly bank reporting and support ongoing forecasting and analysis related to financial performance, cash flow, and debt covenant compliance
• Partner with executives and department leaders to deliver actionable financial insights, performance reporting, and recommendations that support data-driven decisions
• Analyze profitability across products, services, and business activities, identifying trends and recommending strategies to improve margins and financial performance
• Identify opportunities to improve processes, automate reporting, and strengthen the way financial and operational data is leveraged across the organization
• Perform detailed variance, trend, and performance analysis to highlight risks, opportunities, and key business drivers
• Monitor capital expenditures and support strategic initiatives to ensure financial plans remain aligned with organizational priorities and expected returns
• Provide ad hoc analysis, executive-level reporting, and financial support for cross-functional initiatives as the business evolves